Vanilla is the standout leader in estate planning technology, transforming how advisors deliver estate advice at scale. Founded by Steve Lockshin, a Barron’s top advisor, and backed by leading investors including Venrock, Insight Partners, and NBA legend Michael Jordan, Vanilla has raised over $80 million and assembled an unmatched team. With 20+ in-house planning experts, 180+ years of collective experience, and a distinguished legal advisory board, Vanilla is setting the new standard in estate planning.
Vanilla’s pace of innovation is unrivaled: The platform has processed over 40,000 estate planning documents, is connected to more than $250 billion in assets, and is the most widely adopted solution for institutional and enterprise firms including Mariner Wealth Advisors and Vanguard.
Our transformative software has received awards from Luminaries, WealthTech Americas, Family Wealth Report, WealthManagement.com, and more.
To learn more, visit www.justvanilla.com.
Company Details
- Employees
- 184
- Founded
- -
- Address
- Bellevue, Washington 98004, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- justvanilla.com
- Keywords
- Bellevue.
- HQ
- Bellevue, Washington
Vanilla Questions
Vanilla's website is justvanilla.com
Vanilla's LinkedIn profile is https://www.linkedin.com/company/justvanilla
Vanilla has
184 employees.
View email and phone details for 184
employees at Vanilla.
Vanilla's industry is
Financial Services
Vanilla's top competitors are
Wealth.com,
Amount,
Nectar,
Altruist,
Torus,
Remi,
Vanilla Networks Pvt Ltd,
Trust & Will,
Jobnimbus,
Durable Capital.
Vanilla's categories are Financial Services
Vanilla's founding year is 2019
